Private Wealth Asset Management, LLC

13F Filings History

Latest 13F report: Q3 2025 - Nov 3, 2025
Value $: $848M
Signature - Title: Kimberly Cappellano - Chief Executive Officer
Location: Cedar Rapids, IA
Summary: This page shows a list of all the recent 13F filings made by Private Wealth Asset Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Private Wealth Asset Management, LLC reported 1093 stock holdings with total value $848M as of Q3 2025. Top holdings included IVV, IEMG, IEFA, IJH, and IJR.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2025	1,093	$848M	+$81.7M	-$34.5M	+$47.2M	IVV, IEMG, IEFA, IJH, IJR	13F-HR	11/3/2025, 01:02 PM
Q2 2025	1,086	$754M	+$42.1M	-$22.8M	+$19.3M	IEFA, IEMG, IJH, IVV, BRKB	13F-HR	7/28/2025, 01:27 PM
Q1 2025	1,180	$695M	$0	$0		IEMG, IEFA, IJH, IVV, BRKB	13F-HR	5/15/2025, 10:17 AM